Meridian Wealth Partners as of March 31, 2024
Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 107 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 17.2 | $96M | 3.0M | 31.95 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 12.5 | $69M | 1.9M | 36.54 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 11.8 | $66M | 1.1M | 62.06 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 10.7 | $59M | 607k | 97.94 | |
| Ishares Tr National Mun Etf (MUB) | 5.1 | $28M | 264k | 107.60 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.7 | $26M | 1.0M | 25.44 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $19M | 118k | 164.35 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $17M | 270k | 61.05 | |
| Ishares Tr Mbs Etf (MBB) | 3.0 | $17M | 178k | 92.42 | |
| Ishares Tr Msci Usa Value (VLUE) | 2.8 | $16M | 144k | 108.31 | |
| Ishares Tr Core Msci Total (IXUS) | 2.8 | $15M | 227k | 67.86 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.9 | $11M | 101k | 104.73 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $10M | 47k | 210.30 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.6 | $8.9M | 185k | 48.21 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.4 | $7.8M | 96k | 81.43 | |
| Ishares Core Msci Emkt (IEMG) | 1.3 | $7.2M | 140k | 51.60 | |
| Apple (AAPL) | 1.2 | $6.6M | 38k | 171.48 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $5.2M | 9.8k | 525.72 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $4.2M | 16k | 259.90 | |
| Vertex Cl A (VERX) | 0.7 | $4.0M | 125k | 31.76 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $3.1M | 62k | 50.60 | |
| Microsoft Corporation (MSFT) | 0.5 | $3.0M | 7.2k | 420.73 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $2.9M | 50k | 58.65 | |
| NVIDIA Corporation (NVDA) | 0.5 | $2.6M | 2.9k | 903.67 | |
| Wells Fargo & Company (WFC) | 0.4 | $2.4M | 42k | 57.96 | |
| Home Depot (HD) | 0.4 | $2.4M | 6.3k | 383.62 | |
| Meridian Bank (MRBK) | 0.4 | $2.1M | 215k | 9.92 | |
| Amazon (AMZN) | 0.3 | $1.8M | 10k | 180.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.8M | 3.8k | 480.70 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 22k | 80.63 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.5M | 24k | 60.30 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | 6.2k | 228.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | 9.4k | 150.93 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.4M | 12k | 115.30 | |
| Meta Platforms Cl A (META) | 0.2 | $1.3M | 2.7k | 485.65 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.3M | 18k | 72.63 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 10k | 116.24 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 6.7k | 174.21 | |
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.1M | 24k | 45.59 | |
| Abbvie (ABBV) | 0.2 | $884k | 4.9k | 182.11 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $830k | 4.1k | 200.32 | |
| S&p Global (SPGI) | 0.1 | $771k | 1.8k | 425.54 | |
| Advanced Micro Devices (AMD) | 0.1 | $731k | 4.0k | 180.49 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $730k | 4.2k | 175.27 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $691k | 15k | 46.00 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $616k | 3.4k | 182.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $606k | 4.0k | 152.26 | |
| Procter & Gamble Company (PG) | 0.1 | $604k | 3.7k | 162.25 | |
| Eli Lilly & Co. (LLY) | 0.1 | $562k | 722.00 | 777.79 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $548k | 2.2k | 249.86 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $544k | 17k | 32.23 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $539k | 11k | 49.24 | |
| Prologis (PLD) | 0.1 | $539k | 4.1k | 130.23 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $537k | 11k | 50.17 | |
| Community Bank System (CBU) | 0.1 | $525k | 11k | 48.03 | |
| McDonald's Corporation (MCD) | 0.1 | $522k | 1.9k | 282.03 | |
| Tesla Motors (TSLA) | 0.1 | $502k | 2.9k | 175.79 | |
| Johnson & Johnson (JNJ) | 0.1 | $473k | 3.0k | 158.17 | |
| Lowe's Companies (LOW) | 0.1 | $468k | 1.8k | 254.71 | |
| Broadcom (AVGO) | 0.1 | $464k | 350.00 | 1324.39 | |
| S&T Ban (STBA) | 0.1 | $457k | 14k | 32.08 | |
| Fulton Financial (FULT) | 0.1 | $418k | 26k | 15.89 | |
| Visa Com Cl A (V) | 0.1 | $411k | 1.5k | 279.02 | |
| Wal-Mart Stores (WMT) | 0.1 | $402k | 6.7k | 60.17 | |
| UnitedHealth (UNH) | 0.1 | $398k | 805.00 | 494.50 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $392k | 814.00 | 481.68 | |
| Pepsi (PEP) | 0.1 | $391k | 2.2k | 175.04 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $387k | 8.5k | 45.61 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $386k | 6.6k | 58.07 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $381k | 8.8k | 43.35 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $379k | 1.8k | 205.72 | |
| Abbott Laboratories (ABT) | 0.1 | $370k | 3.3k | 113.67 | |
| Walt Disney Company (DIS) | 0.1 | $366k | 3.0k | 122.34 | |
| Chevron Corporation (CVX) | 0.1 | $355k | 2.3k | 157.71 | |
| Merck & Co (MRK) | 0.1 | $354k | 2.7k | 131.94 | |
| General Electric Com New (GE) | 0.1 | $329k | 1.9k | 175.51 | |
| Boeing Company (BA) | 0.1 | $327k | 1.7k | 192.95 | |
| Oracle Corporation (ORCL) | 0.1 | $326k | 2.6k | 125.62 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $320k | 1.1k | 288.08 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $309k | 1.5k | 208.25 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $308k | 590.00 | 522.75 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $294k | 3.0k | 96.71 | |
| Bank of America Corporation (BAC) | 0.1 | $292k | 7.7k | 37.92 | |
| Costco Wholesale Corporation (COST) | 0.1 | $291k | 397.00 | 731.93 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $283k | 487.00 | 581.21 | |
| Nucor Corporation (NUE) | 0.1 | $281k | 1.4k | 197.85 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $256k | 4.5k | 56.98 | |
| Pfizer (PFE) | 0.0 | $252k | 9.1k | 27.75 | |
| salesforce (CRM) | 0.0 | $238k | 789.00 | 301.31 | |
| Automatic Data Processing (ADP) | 0.0 | $234k | 937.00 | 249.74 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $234k | 5.5k | 42.91 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $228k | 452.00 | 504.60 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $225k | 1.4k | 162.86 | |
| Cisco Systems (CSCO) | 0.0 | $221k | 4.4k | 49.91 | |
| Amgen (AMGN) | 0.0 | $216k | 760.00 | 284.25 | |
| Linde SHS (LIN) | 0.0 | $213k | 458.00 | 464.66 | |
| Nextera Energy (NEE) | 0.0 | $211k | 3.3k | 63.91 | |
| PNC Financial Services (PNC) | 0.0 | $209k | 1.3k | 161.62 | |
| Starbucks Corporation (SBUX) | 0.0 | $208k | 2.3k | 91.40 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $208k | 2.1k | 97.52 | |
| Coca-Cola Company (KO) | 0.0 | $205k | 3.3k | 61.17 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $205k | 681.00 | 300.27 | |
| Te Connectivity SHS (TEL) | 0.0 | $203k | 1.4k | 145.24 | |
| Netflix (NFLX) | 0.0 | $202k | 333.00 | 607.68 | |
| Lakeland Ban (LBAI) | 0.0 | $141k | 12k | 12.10 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $49k | 16k | 3.14 | |
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $34k | 10k | 3.37 |
